Course: SP-FCB101

Lessons: 51

Grow Your Bookkeeping Business with Strategic Marketing

Tailored Marketing Strategies to Attract and Retain Clients

Running a full-charge bookkeeping business requires more than just accounting expertise; it demands strategic marketing to attract and retain clients. This self-paced course offers comprehensive guidance on effective marketing strategies tailored specifically for bookkeeping professionals.
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What you'll learn

  • Identifying and attracting ideal clients: Learn to define your target market and develop strategies to reach and engage potential clients effectively.

  • Leveraging referral networks: Discover how to build and utilize referral networks to expand your client base through word-of-mouth and professional connections.

  • Utilizing online platforms: Understand the importance of an online presence and how to use websites and social media to showcase your services and attract clients.

  • Crafting compelling marketing materials: Develop persuasive marketing materials that clearly communicate your value proposition and services to potential clients.

  • Implementing client retention strategies: Learn techniques to maintain strong client relationships, encouraging repeat business and referrals.

Comprehensive Marketing Training for Bookkeeping Professionals

51 Lessons, 2 Hours of Video Content, and Personalized Coaching to Build Your Client Base

With 51 lessons and 2 hours of video content, you’ll gain the marketing knowledge and tools to build a thriving client base. As a bonus, the course includes 2 free hours of coaching from the course developer, providing personalized support to address your unique challenges.
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Course curriculum

    1. A message from the instructor

    2. How to use this course

    3. Do I need an Accounting Background?

    4. OPTIONAL: Personal Coaching

    5. Technical Support

    6. Business versus a Hobby

    7. A Note on Earning a Certificate

    8. How Lucrative is this Business?

    1. Module One: Obtaining Your First Clients

    2. Module One: Types of Clients

    3. Module One: To Specialize or Not Specialize?

    4. Module One: Services you will offer?

    5. Module One: Your Sales Pitch

    6. Module One: Download-Structuring the Initial Conversation

    1. Module Two: Have a Plan!

    2. Module Two: Word of Mouth

    3. Module Two: Differentiation

    4. Module Two: Download-One-Pager

    5. Module Two: Download-Rewards Program

    6. Module Two: Tangocard - Gift Cards!

    7. Module Two: Activity-Now You Try It-One Pager

    8. Module Two: Activity-Now You Try It-Rewards Program

    1. Module Three: Introduction to Referral Organizations

    2. Module Three: Business Network International (BNI)

    3. Module Three: Provisors

    4. Module Three: Other Marketing Possibilities

    1. Module Four: Intuit (QBO) as a Referral Source

    2. Module Four: Intuit (QBO) Accountant: Benefit 1 - Pro Advisor

    3. Module Four: Intuit (QBO) Accountant: Benefit 2 - Client Discounts

    1. Module Five: Why advertise?

    2. Module Five: Why is a website important?

    3. Module Five: Social Media Advertising

    4. Module Five: Podcast

    5. Module Five: Write a Book or Guide

    6. Module Five: YouTube Channel

About this course

  • 51 lessons
  • 2 hours of video content
  • Multiple price points to fit your budget

Build a Winning Marketing Strategy for Your Bookkeeping Business

Confidently Promote Your Services and Grow Your Client Base

By the end of this course, you’ll have a complete marketing strategy that enables you to confidently promote your bookkeeping services and grow your client base. Enroll today to turn your passion into a successful business!
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